Lucia Wealth Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Lucia Wealth Services’s Portfolio PFF Stock Details PFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,000	Closed	-$32K	–	190
2020 Q1	$32K	Hold	1,000	–	–	0.01%	175
2019 Q4	$38K	Hold	1,000	–	–	0.01%	160
2019 Q3	$38K	Sell	1,000 -1,215	-55%	-$45.2K	0.01%	143
2019 Q2	$82K	Sell	2,215 -624	-22%	-$22.9K	0.03%	129
2019 Q1	$104K	Sell	2,839 -427	-13%	-$15.3K	0.04%	139
2018 Q4	$112K	Buy	3,266 +2,239	+218%	+$79.3K	0.05%	130
2018 Q3	$38K	Hold	1,027	–	–	0.01%	194
2018 Q2	$39K	Buy	+1,027	New	+$38.3K	0.02%	175

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lucia Wealth Services's PFF Position: Q2 2020 in Review

Lucia Wealth Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2020, closing a stake of 1,000 shares — an estimated $32K sold.

Lucia Wealth Services first reported a position in PFF in Q2 2018 and held it in 8 quarters. The position peaked at $112K in Q4 2018. 804 funds tracked by Wall St. Rank hold PFF as of Q2 2020.

Lucia Wealth Services reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2020 after selling out during the quarter.
Lucia Wealth Services sold 1,000 iShares Preferred and Income Securities ETF shares in Q2 2020, an estimated $32K.
Lucia Wealth Services first reported a position in iShares Preferred and Income Securities ETF in Q2 2018 and held it in 8 quarters.
Lucia Wealth Services's iShares Preferred and Income Securities ETF position peaked at $112K in Q4 2018.
804 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2020.

Based on Lucia Wealth Services's 13F filing for Q2 2020, filed 29 Jul 2020.